Wealth Growth Biz Dev Associate (HNW Clients)

Fiduciary Trust International; Atlanta (GA); On-site; USD 71,000 - 84,000; Full time

Job summary

Fiduciary Trust International in Atlanta, GA seeks a Business Development Associate to support Wealth Directors and the team in acquiring new HNW clients. The role focuses on sales support, client onboarding facilitation, event coordination, and RFP responses, requiring strong organization and communication skills in a fast-paced environment.

You will work four days per week from our Atlanta office and help expand the COI network while coordinating with internal partners to optimize client

Qualifications

• 2–3 years’ experience within the finance industry, preferably in a support capacity.
• Prior client service experience.
• Strong written and verbal communication skills. Experience in writing and responding to RFPs / RFIs a plus
• Exceptional organizational skills with strong attention to detail
• Ability to multi-task, prioritize, and manage projects in a fast-paced, deadline-driven environment
• Team player mentality / collaborative attitude
• Excellent interpersonal skills and professionalism required
• Superior telephone etiquette with the ability to communicate directly with clients (HNW Investors) and senior leaders
• Ability to work out of our Atlanta, GA office four days per week

Responsibilities

• Partner with Wealth Director(s) to lead sales meetings, prioritize client, prospect, and COI meetings, pipeline management, and prepare for market sales meetings
• Assist Wealth Director(s) with preparing for prospect presentations, capability discussions, and business development meetings. Coordinate materials with team members; collaborate with Presentation Center and Legal as needed
• Coordinate follow-up and action items from prospect and COI meetings
• Research markets, competitors, industries, and prospects to identify opportunities for relationship growth and new client acquisition
• Partner with team to ensure efficient client experience with respect to opening new accounts, cash flow analysis, fee analysis, and defining proposed asset allocation
• Serve as key stakeholder in RFP process; partner with team to coordinate a streamlined approach while tracking in collaboration tools and CRM platform
• Keep team apprised on national events and initiatives
• Support prospecting efforts through research; AI research experience a plus
• Build and expand COI network to help with lead generation
• Provide general team support and prepare various internal company documents
• Assist with account opening process by partnering with Investment Team and/or Trust Officers
• Act as an Events and Sponsorship Liaison to coordinate and implement office events, including client, prospect, and COI events
• Coordinate amongst teams on office events and sponsorship approval process, while consolidating event lists and tracking ROI / follow up

Skills

Finance experience

Client service

Communication skills

Organizational skills

Multi-tasking

Team player

Interpersonal skills

Telephone etiquette

Atlanta onsite

Job description

Fiduciary Trust International in Atlanta, GA seeks a Business Development Associate to support Wealth Directors and the team in acquiring new HNW clients. The role focuses on sales support, client onboarding facilitation, event coordination, and RFP responses, requiring strong organization and communication skills in a fast-paced environment.

You will work four days per week from our Atlanta office and help expand the COI network while coordinating with internal partners to optimize client